Custodian Nell Kelleher October 31, 2017 19:54 Updated Follow A custodian safeguards securities and cash held in their clients’ accounts. Related articles Broker Dealer What is the Ellevest Tax Minimization Methodology (TMM)? What other factors should I consider when deciding whether to roll over my 401(k) or 403(b) into an IRA? How do I close my Ellevest account? Why do I see cash and securities outside my goals? Comments 0 comments Please sign in to leave a comment.